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← @lorenzobolsa

$GOOG

BEARISH2026-10-24
Price around the call
↓ 2026-10-24
By horizonMaturing · ~19 trading days to go
1d
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5d
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21d
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Original post
Lorenzo Couget · 2026-10-24

🚨 Me vi 1 HORA de entrevista con Sundar Pichai hablando sobre IA, agentes, data centers, Waymo, quantum y cómo ve los próximos años. Les dejo lo mejor 👇 1. Gemini 4 Argon: demanda brutal En apenas 72 horas procesó 25 billones de tokens, ~3x más que Gemini 3.0. La demanda es tan alta que están capacity constrained. Google ya trabaja en versiones destiladas para poder llevarlo a mucha más gente. 2. 2027: la era de los agentes Para Pichai, el próximo salto no pasa solo por modelos más inteligentes, sino por agentes capaces de trabajar durante horas y ejecutar tareas complejas. Argon incluso logró completar Minecraft por sí solo en poco más de un día. Pichai cree que 2027 podría ser una “edad de oro de la productividad”. 3. Google ya invierte pensando en 2028–2029 Las decisiones de

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